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Best financial advisors in Edgewood, MD

Registered advisers within 25 miles of Edgewood, MD.

Offices
480
Firms
198
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,106,799 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

TRUIST ADVISORY SERVICES, INC.
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SNOWDEN CAPITAL ADVISORS LLC
TRASATTI WEALTH PLANNING, LLC
A.G. CAMPBELL ADVISORY, LLC
OSAIC WEALTH, INC.
SPC
PTX CAPITAL LLC
STIFEL INDEPENDENT ADVISORS, LLC
GRIT CAPITAL PARTNERS
PASSIVE CAPITAL MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
RBC CAPITAL MARKETS, LLC

Investors

CHRISTOPHER LEE KNOX
Sean Patrick McElroy
SHARI S WINKELMAN
DAVID RICHARD STACK
SHAWN E LEMKO
BRENDAN JAMES GRAHAM
ZACHARY MCCASKILL
ADAM R DOUBET
JENNIFER LYNN DETANDT
MITCHELL JAY BROWN
JOSHUA MICHAEL GREENWALD
JEFFREY BESSLING
JEFFREY NEAL BERMAN
CRAIG ERIC BERMAN
ROBERT TODD GRANDY
MICHAEL JOHN MEDINGER
DAVID WAYNE WOOLFORD
PHILIP ANTHONY LAZZARI
ERIN SCHLUTER STOECKER
PAUL ERIC WATSON
Spencer Reece
GABRIEL ANTHONY TRASATTI
Elizabeth Brennen
Alexander G Campbell
MARK DAVID SCOTT
ALEXANDER GOULD CAMPBELL
Michael Joseph Stecher
Daniel James Robison
MICHAEL JOSEPH STECHER
REBECCA ASHBRIDGE STECHER
ROBERT ANDREW WEISMAN
KATY MACIELAG LIGHTBURN
John F Macielag
JONATHAN ENNIS FARBER
Daniel Zanti Strine
DAVID ANDREW TROSSMAN
JEFFREY CARR FOUNTAIN
Melaney Michelle Fingles
Isaiah Raymond Byrd-Braxton
Patrick Horan
ANDREW STEVEN CONN
BETH COHEN ROSENWALD
MATTHEW DAVID KUNKEL
ALEKSANDRA KOVALERCHIK
Brennan Patrick Dunn
Seth Jones
AVIGAIL BENDERLY ROSEMORE
SHANNON L. BEAUCHAMP
AVI GREENLINGER
CHRISTOPHER PATRICK KELLY
BRET ANTHONY SCHERTZ
Meir S Teichman
ALAN DEAN WOLFE

Within 25 miles of Edgewood, MD, Best Investors lists 198 registered investment advisory firms with 480 offices nearby, managing about $14.9T in combined regulatory AUM across 3,106,799 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Edgewood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM